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Administrator Guide
Last Updated: 2023-06-23
Set Up Outlining in Advanced Reports

Set Up Outlining in Advanced Reports

  • Create a custom advanced report.
  • Security:
    Custom Report Creation
     domain in the System functional area.
You can use outlining in advanced reports to expand and collapse various levels of data when report results display. You can also use outlining to subtotal currency or numeric data. Workday preserves outlining when you export advanced reports to Microsoft Excel, but all levels of the report display without outlining.
Consider these conditions when using outlining:
  • All fields on the report must associate with the primary business object associated with the data source.
  • Outlined reports can't display as worklets.
  • Outlining doesn't support some languages due to right-to-left formatting limitations.
  • When you print to PDF, only the top level of the outline prints.
  • Workday doesn't support facet filters in advanced reports with outlining.
  • Workday supports a maximum of 8 levels of outlining.
  1. Access the
    Edit Custom Report
     task.
  2. On the
    Columns
     tab, select
    Group Name
     for the
    Field
     as the first column on the report.
  3. On the
    Sort
     tab, select the
    Enable Outlining based on Grouping
     check box to specify the data to display in your report as an outline.
  4. (Optional) To group data and provide a logical separation of data on the report, select the
    Display Headers
     check box.
  5. (Optional) To subtotal numeric data and display the result of the aggregation on the subtotal row of the outlined report:
    1. Select a currency or numeric value on the
      Field
       prompt on the
      Columns
       tab.
    2. Specify an aggregation on the
      Options
       prompt.
    3. Select the
      Display Subtotals
       check box on the
      Sort
       tab in the
      Sort and Group
       section.